+16.0%
USA vs VT
+53.4%
-37.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +0.2% | -2.3% | +2.5% | +2.5% |
| 30D | +1.5% | -5.0% | +6.5% | +6.8% |
| 3M | -0.5% | -4.9% | +4.4% | +4.5% |
| 6M | +5.2% | -1.5% | +6.8% | +6.5% |
| YTD | +3.2% | +8.5% | -5.3% | -5.6% |
| 1Y | +8.1% | +11.4% | -3.3% | -3.7% |
| 3Y | +35.2% | +70.1% | -34.9% | -24.1% |
| All | +16.0% | +53.4% | -37.5% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling